Paraplanner
Meet Daniel, a valued asset to our financial planning side.
Daniel graduated from Griffith University in 2020 with a Bachelor of Commerce, majoring in Economics and Finance.
Joining the BIS Cosgrove team in 2021, Daniel operates as a Paraplanner for Balanced Investment Strategies (BIS). At only 23, Daniel’s knowledge and expertise extend far beyond his age, encompassing a wealth of intelligence in the industry.
Daniel's expertise lies in his ability to navigate the intricate landscape of finance advice. His analytical insights and strategic thinking make him an invaluable resource for our firms financial planning needs.
After graduating University in 2020, Daniel has since returned to pursure further education while still working part-time with BIS.
Daniel's roots are firmly planted on the Gold Coast, where he was born and raised. This deep connection to the area enhances his understanding of local financial dynamics, providing a distinct edge in his advisory capacity.
With a passion for finance, a solid academic foundation, and a wealth of experience, Daniel embodies the essence of our firm's commitment to excellence in finance.
Affectionately known as ‘Dan’, he has a keen interest in travel and is no stranger to enjoying a cold beer with the rest of the team.
